Ask Your Advisor These Questions Before Direct Indexing for Tax Management

Описание: #Morningstar #DirectIndexing #FinancialAndInvestmentAdvice

Here’s what investors need to know about this strategy for managing taxes on an ongoing basis.


00:00 Introduction
00:22 What is Direct Indexing?
00:42 Why is Direct Indexing Popular?
01:18 How Advisors Can Provide Clients Access to These Strategies
01:48 How does Direct Indexing Work?
02:35 Direct Indexing Behavior When the Stock Market Does Well
03:18 What Happens When You Can No Longer Harvest Tax Losses?
04:06 How to Keep the ‘Tax Wheel Spinning’
04:48 Questions to Ask Advisors About Direct Indexing

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